Financial Customer Service Representative

4 weeks ago


New Braunfels, Texas, United States TaskUs Full time
About TaskUs:

TaskUs is a leading provider of outsourced digital services and next-generation customer experience to fast-growing technology companies. Our mission is to protect and grow our clients' brands by leveraging a cloud-based infrastructure and a highly capable team of humans who understand how to deploy technology and data to best serve their purpose.

As a Financial Customer Service Representative at TaskUs, you will be the first point of contact for customers seeking assistance with their financial well-being. You will create exceptional member service experiences by maintaining a professional demeanor and delivering world-class service to our members. Your primary responsibility will be to provide assistance and in-depth troubleshooting, and decision-making support to ensure quick and accurate resolutions for members and prospective members.

Key Responsibilities:

Respond to inquiries from members, prospective members, and third parties regarding specific account inquiries, product offerings, and general questions regarding the credit union through multiple contact methods.

Educate the member on digital self-service tools and troubleshoot member issues regarding Self-Service tools.

Identify the root cause of the problem and provide effective resolutions for online banking, Bill Pay Services, Email, and Chat applications used within the credit union.

Proactively recommend services and solutions that will improve the member's life.

Maintain acceptable performance levels with regard to established metrics, including time utilization, quality of work, and productivity.

Requirements:

High School Diploma or equivalent mix of education and experience is required. Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred.

Previous customer service experience is required. Call Center or Banking experience is preferred.

Six months as Member Care Representative 1 or previous Digital Services experience required.

About Us:

We are a collective of highly capable humans who understand how to deploy technology and data to best serve our purpose. From Digital CX to Content Security, AI Operations, Consulting, and anything in between, we consider ourselves responsible for protecting our partners' interests and supporting their long-term success through innovation and technology-powered by ridiculously smart people.

In addition to our truly #Ridiculous culture, you'll enjoy benefits like:
  • Outstanding Medical, Dental, Vision and Prescription plans
  • 401k Match
  • Pet Insurance
  • In-house Wellness Coaches
  • Hundreds of Discounts with the Brands you Love and Use


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